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U.S. Corporate Ladders

The Nuveen Asset Management Laddered U.S. Corporate SMA Strategy seeks to provide current income and regular maturities by building an equally-weighted laddered portfolio of investment grade corporate securities that will be held to maturity or sold as they reach the portfolio minimum maturity.

Portfolio At-a-Glance

Ladder Options 1 - 7 Year
1 - 10 Year
1 - 15 Year
Portfolio Composition U.S. Corporate Debt
Key Limits 15% maximum position size
Credit quality AAA to A- at time of purchase
Typical Number of Holdings 12-32
Investment Vehicles
  • Separately Managed Account

Investment Process

Diversified maturities seeks to provide income and liquidity.
  • Build a portfolio of laddered corporate bonds of the designated maturity
  • Monitor credit worthiness of portfolio positions; no active trading unless warranted by credit events1 or client cash flow needs
  • Maintain designated maturity of the ladder by purchasing new bonds in the longest available maturity in the strategy’s range to replace those that mature or are sold as they reach the minimum maturity range
  • The strategy may invest in callable bonds, which if called prior to maturity, will generate the need to reinvest the proceeds in a manner that will maintain the composition of the specific laddered portfolio

This process does not guarantee that the strategy will achieve its objective.

Certain strategies may be available through other investment vehicles not listed above. Vehicles and their respective platforms shown may not be available in certain jurisdictions; investors should be aware of applicable legal requirements. This information should not be considered a solicitation or an offer by Nuveen Asset Management or Nuveen to provide any services in any jurisdiction. For more information on collective investment trusts, please contact us. If you are a non-U.S. investor and would like more information on UCITS Funds, please visit

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities. The information does not take into account the specific objectives or circumstances of any investor, or suggest any specific course of action. Investment decisions should be made based on an investor's objectives and circumstances and in consultation with his or her advisors.

All investments involve risk and there is no assurance that an investment will provide positive performance over any period of time. Past performance does not guarantee future results.


Contact Us

  • Institutional Investors/ Consultant 612.303.3381
  • Registered Investment Advisor 800.558.4487
  • Financial Advisors 800.752.8700
  • Mutual Fund Investors 800.257.8787